At Harness Financial Services we use the term ‘Wealth Creation’ when identifying your investment goals. After all, the purpose of seeing a Financial Planner is usually to increase your wealth through professional financial strategies. Exactly where you are in life will dictate what Wealth Creation goals we can identify. Once we understand your goals, we will present the best financial strategies for achieving them.
Of course, life will often force your situation to change, and we understand that. At Harness Financial Services, if your situation changes we will continue to work with you during any unforeseen changes and continually reassess your goals.
If you have ever asked yourself any of these questions, our Wealth Creation strategies could be beneficial to you: